Mid-American Wealth Advisory Group offers asset management services to individuals, retirement accounts, pension plans, trusts, estates, and other business entities. They tailor investment strategies based on your financial goals, time horizon, and risk tolerance. Assets are managed on a discretionary or non-discretionary basis. The firm may also introduce third-party asset managers or enter into sub-advisory agreements. They also provide complimentary educational workshops.
Assets Under Management$340M
Clients958
Advisors6
Avg. per Client$350K
Avg. per Advisor$56M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are paid monthly in advance and will generally not exceed 1.25% unless the scope, complexity, amount of time or expertise required warrant a higher fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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